Tareno
 | Tareno is a Swiss-based asset management platform offering portfolio management and investment advisory services. Integrating Tareno with Make.com enables automated client onboarding, portfolio updates, and compliance reporting between Tareno and other financial or CRM systems. |
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This is AI-generated content based on official Tareno documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Tareno directly.
Requirements
To use the Tareno app in Make, you must have an active account and access to the API key, create your account on Tareno. For subscription, refer to the Tareno pricing page.
Connect Tareno and Make
To get started, you must first create a connection between Tareno and Make, allowing the two services to communicate.
Obtain your API Key in your Tareno account
Create the connection in Make.
Obtain your API Key in your Tareno account
Before you create the connection in Make, you should first obtain your API Key in your Tareno account.
To obtain your API Key :
Navigate to Settings > API.
Click Create API Key.
Enter a descriptive name for the API key.
Copy the API key when it appears on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Tareno module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Tareno account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Tareno modules
After connecting to the Tareno app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Tareno resources
You can have access to more resources related to this app on the following links